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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-05-28 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
10800 Midlothian Turnpike, Suite 134, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Richmond | VA | 05/2008 | Present |
| Bankers Life Securities, Inc | Richmond | VA | 06/2020 | Present |
| Bankers Life Advisory Services | Richmond | VA | 05/2021 | Present |
BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: salesperson and customer service for health, life annuity insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 05/15/2008 ADDRESS: 10800 Midlothian Tpk, Suite 134, Richmond VA 23235, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. RENTAL PROPERTIES POSITION: Landlord NATURE: We purchased two homes that have been in the family for many years. We would like to keep them in the family so we bought them to rent them out. The estimated income will be about $2,000-$6,000/ year but will be less since we will be putting those funds back in the homes upkeep. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 9333 and 9321 New kent hwy, New Kent VA 23124, United States DESCRIPTION: My husband and I purchased two properties with the intent to rent them out. There is one property with two homes and one home is rented as of 1-1-25. The other is undergoing renovations to rent in the next 3 months.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-28 |
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